We’ve made it our mission to make our clients feel financially confident
There is nothing generic about the way SMARTIN Financial Services operates. The business we undertake with you will be based on your needs and the unique relationship you’ll have with your adviser; our aim is for you to be as emotionally comfortable about your financial direction as you are financially secure.
We can be your trusted partner - our experience along with a comprehensive suite of services will help you make the right financial decisions allowing you to take control of your financial future with an efficient, professional, and straightforward approach. Our team is dedicated to providing tailored advice to ensure your financial success.
Providing true peace of mind and a structured path since 2009
Since 2009, we’ve helped hundreds of clients navigate their finances without overcomplicating things. We make the financial planning process easier by explaining it in simple terms, and assist with all paperwork to keep our clients’ work to a minimum. When you work with SMARTIN Financial Services, you can rest assured that your best financial interests are in capable hands.
Shane Martin - Owner/Director
Qualified Financial Planner and member of the FPA (Financial Planners Association) ~ Cert. IV Financial Services (Finance/Mortgage Broking) - Dip. Financial Services (Financial Planning) - Tax Practitioners Board Tax Adviser compliant registered as a Tax (Financial) Adviser.
How can we help?
Assisting with your finances ultimately depends on your own unique situation and what stage of life you are at. We go out of our way to understand your specific financial needs and concerns before strategising together towards your financial goals. From there, our expertise lies in providing the following services:
- Cashflow Planning
- Debt Management
- Tax Minimisation Strategies
- Wealth Creation Strategies
- Risk Management Analysis
- Insurance Policy Analysis
- Children’s Education/Future Obligations Plan
- Superannuation Advisory Service
- Retirement Strategies
- Family Estate Plan
- Portfolio Modelling/Analysis
- Business Insurance
What our clients say
"Shane and his team have supported my husband and I over the past 18 years. We have been able to use the planning tools and strategies he has recommended to build a very comfortable portfolio heading into our retirement. Shane is an awesome, patient professional and the personalised support he provides has enabled us to move outside our comfort zone in the knowledge he is always there at the end of the phone. Over the years, we have developed a strong trust with Shane and hold him in very high esteem."
Nic S
"I have been with Shane and his services since 2009 and I have found Shane to be highly experienced and extremely helpful. Shane and his team go above and beyond the call of duty and have always taken very good care of their clients. Shane is highly knowledgeable and very accommodating when it comes to explaining the processes and makes the journey and experience easy and simple. I can't thank Shane enough for all he has done for me and my financial situation."
Geoffro K
"I have been using Shane’s services for approximately 15 years, it is the best financial decision I have ever made. Shane has made a long term financial plan for me right from the start. I am now in the best financial position for retirement I could have ever dreamed of. His whole team are very helpful, friendly and professional, I can not recommend Shane’s services highly enough."
Craig N
"My husband and I have been involved with Shane for approx. 10 years. In that that time his advice, recommendations and ultimate results have been very beneficial to our financial aims and dreams. We would highly recommend his services."
JoannE E
"Highly recommend Shane. He organised my Super Funds to totally suit my situation which has been very advantageous for me."
Denise M
"Excellent professional service and always keeping your best interests at the forefront of your dealings"